Dashboard

Dashboards make it easy to combine Qrvey Composer components like charts, metrics, images, buttons, text, and filter controls into one single view.

1. Click the Dashboard icon in the left navigation bar. The Dashboards page will open, showing all dashboards within the application. Click any dashboard to open it.

Note: If this is a new application, you will not have any dashboards in the list.

Create a Dashboard

1. In the Dashboards page, click *Create New Dashboard or Import Legacy Dashboard.
2. The Create New Dashboard dialog displays with the following two options:
   • Fixed Grid: A fixed canvas that remains constant regardless of the device used to display the dashboard.
   • Responsive Grid: An adaptive canvas suitable for displaying dashboards on multiple devices, such as tablets and phones.
3. Select a grid option and click Create. An empty canvas displays, ready for you to create your dashboard.

You can change the grid option after creating the dashboard. Open the dashboard, click Grid in the Menu Bar, and select Change to Responsive Grid or Change to Fixed Grid.

Note: Import Legacy Dashboard clones and imports existing legacy dashboards automatically. The old dashboards will not be altered, and any widgets using it will not be broken. You will need to reconfigure the widgets to point to the new dashboard. Additionally, the Go to Dashboard action will will be imported without the target dashboard, and it must also be reconfigured.

Ownership & Sharing

The creator of a dashboard is set as its owner. By default, each dashboard is set as Private, meaning only the owner can access it. Only the owner can delete a dashboard, but they can share it with other users, roles, or the entire organization. There are two sharing permissions:

• Use: Allows access to preview and interaction modes (users can also create personalizations).
• Edit: Includes all Use permissions plus access to design mode.

Dashboards can be shared:

• In Composer, with the organization, users, or roles that have access to the application the dashboard is contained in.
• In embedded scenarios, with organizations, users, or roles defined in the dashboard widget.

To share a dashboard:

1. Click the Manage Sharing icon. A modal will open. You can access Manage Sharing from:

   • The Dashboard card icon.
   • The three-dot menu.
   • The File > Manage Sharing option within an open dashboard.
   • The Manage Sharing icon inside the dashboard.

   

2. Configure permissions as desired.
   Choose to share with your organization, specific roles, or people, then set Use or Edit access permissions.

   

3. Click Save to confirm.
   To stop sharing, click Manage Sharing, then select Stop Sharing Dashboard in the modal's lower-left corner.

Ownership configuration also applies in embedded scenarios.

Note: When legacy dashboards are imported, they retain their ownership (same as the application owner) and sharing configuration. Imported dashboards are shared at the Edit access level with the same group as the parent application. These settings can be changed by managing the sharing of the imported dashboard.

Dashboard Options

1. Click the three-dot menu in the upper-right corner of the desired dashboard card. A shortcut menu appears, enabling you to:
   • Edit
   • Rename
   • Delete
   • Duplicate
   • Manage Sharing
   • Embed it as a widget.

Design a Dashboard

1. Drag and drop charts and other items from the Canvas Menu to design your dashboard. Use the following options to manage your workflow:
   • Preview: View your current work as the end user would see it, without committing changes to the server. This view also lets you interact with elements (e.g., filter controls, buttons) and execute configured actions.
   • Discard Changes: Revert the dashboard to its state at the last Publish.
   • Publish: Apply changes to the server and update the dashboard. If users have created personalized versions, a modal will prompt whether to maintain or overwrite their personalizations.

Configuration Side Panel

Provides configuration options for a selected chart or canvas item, such as Common Settings to configure how the item is displayed on the dashboard, as well as chart actions.

Filters Side Panel

Note: This feature is different from a Filter Control.

Enables you to create filters with a dashboard or tab scope. Filters applied to a specific chart must be created from the chart.

1. Select the desired chart, then click Add Filter in the Filters Side Panel. The filter modal will appear.
   Alternatively, you can also click directly on the chart's filter icon to add a filter for the chart.
2. Select the dataset column to filter on.
3. Configure the conditional filtering logic as desired.
4. Click Apply to confirm and apply the filter.

Once a filter is created, you can create and apply more filters, edit them, disable them, remove them, and configure general Filter Panel settings (to customize how the filters panel itself is presented).

Canvas Configuration Options

The following options are available. Click an item to select the item they will be applied to.

The Menu Bar

• File
  • New: Creates and opens a new dashboard, preserving the current one.
  • Open: Opens another dashboard.
  • Duplicate: Clones the current dashboard, preserving the original.
  • Canvas Size: Adjusts the pixel resolution of the dashboard.
  • Themes: Selects a theme to apply to your dashboard.
  • Create Dataset: Opens the Create Dataset modal.
  • Download: Shortcut to the Export/Download feature.
  • Embed: Creates a copy-and-paste widget embed.
  • Manage Sharing: Opens the Sharing modal, if enabled.
  • Delete: Deletes the dashboard.
• Edit: Provides common edit commands for selected dashboard items, such as Copy, Paste, etc.
• Grid: Configures the grid displayed on the canvas:
  • Snap to Grid: Enables or disables snap-to-grid functionality.
  • Show/Hide Grid: Toggles grid visibility.
  • Switch to Responsive/Fixed Grid: Toggles the grid type.
• Insert: Enables you to create a chart or other items on the grid area. For descriptions of each item, see:
  • The Canvas Menu below.
  • Tabs: Inserts tabs into your dashboard. Use the configuration panel to set font, selector, background, border colors, and tab size. Rename, add +, or duplicate tabs from the three-dot menu.
  • Header: Inserts a page header. Use the configuration panel to set background color, image, width, and height.
• Arrange: Sets the depth level and alignment of items on the grid. (Select one or more dashboard items to enable this).

Canvas Menu

• Grid Options: Select a pixel resolution from the dropdown menu. Changing this setting may adjust page size or reposition items, which cannot be reverted.
• Undo and Redo: Undo and redo up to 50 actions. Standard keyboard shortcuts are also supported.
• Create Chart: Choose to create a new chart or insert an existing one. If inserting an existing chart, the chart gallery will open automatically.
• Create Dataset: Opens a modal to select a dataset, configure its columns, apply data pivoting (optional), and generate a CSV which is used as the source of the new dataset. The dataset is immediately available for creating charts in the dashboard.
• Image: Inserts a new image box. Use the configuration panel to upload via URL or local machine and adjust the aspect ratio (Contain, Cover, or Fill).
• Text: Inserts a new textbox. Use the configuration panel to adjust text formatting.
• Button: Inserts a new button to navigate to another URL. Use the configuration panel to set its URL.
• Style Themes: Choose a custom theme. For details, see Managing Themes.
• Responsive View: Preview how the dashboard will appear on Desktop, Tablet, or Mobile as well as customize breakpoints and the positioning of items on the dashboard.
• Filter Control: Inserts a filter control for end-users. Options include Date Picker, Multi-select List, and Input Box. The configuration panel updates to display filter control options.
• Align Objects: Align components with precision. Options include align left, center, right, top, middle, and bottom.
• Arrange Objects: Arrange overlapping components with Send to Front and Send to Back.
• Grid: Toggle Show Gridlines and Snap to Grid, or switch between Responsive Grid and Fixed Grid.
• Download: Schedule exports and subscribe to them, provided the user's role has the necessary permissions. If multiple datasets are used, they are exported as separate files.

One Click Applications

Once you've published one or more dashboards, you can open your application with a single click. The One-Click Application feature allows you to navigate through published dashboards and interact with them before embedding.

1. Create and publish a dashboard.
2. Click the link icon in the top-right corner.

The application opens in a new browser tab.

• Personalize View: Drag, drop, resize, and hide dashboard assets to create a customized dashboard.
• Get Source Dashboard and Get Personalized Version: Toggle between your changes and defaults.
• Undo and Redo: Navigate through the change history created during personalization.
• Export: Export dashboard contents as CSV, PDF, or Excel.
• Hidden Items: Browse and manage items removed during personalization.
• Discard Changes: Revert all unsaved personalizations.
• Save Changes: Confirm changes.
• Hide Toolbar: Hide the toolbar containing these controls.

Configure Actions

You can configure interactions on a chart by setting up Actions when users click on a data point or chart panel in the End User and Preview pages.

To configure an action:

1. Open the dashboard and click the chart panel you wish to apply an action to.
2. Click Configuration > Actions. A modal will open.
3. Choose your actions and configure them as desired.
4. Click x to close. The actions are saved.

If one action is configured, it will occur immediately. If multiple actions are configured, a tooltip menu will open, allowing the user to choose which action to perform.

Note: Not every action is available for every chart type.

Apply Filter

The Apply Filter action in enables users to filter data by clicking on a data point (bar). For example, selecting one of three categories will filter the chart according to the chosen value.

• Filter Scope: Toggle between Chart or Full Dashboard, filtering all other charts on the same dashboard.
• Menu Command: Users will see this name in the menu options.

Apply Filter in Tables

The Apply Filter action is supported for simple and grouped table charts. When this action is defined for a grouped table, users can click on any cell value, and the table will automatically apply filters for all categorical values located to the left of the column where the click occurred.

For instance, clicking on the cell with the value "Health and Beauty" in the Product Line column will filter the table to include that value along with all its parent values from the grouping hierarchy. These filter criteria will be added automatically, and if a filter panel is available, the applied filters will be visible there. The same behavior applies when clicking on any cell in the Total column. If a user clicks on a value in the first column, only that specific value will be added to the filters.

Go to URL

Enables users to navigate to a specified URL when clicking a chart.

• URL: Add the URL to go to.
• Open In: Set where to open the webpage: Self (the current page), New Tab, or New Window.
• Menu Command: Users will see this name in the menu options.

Notes:

• The URL must be valid for the action to work.
• In Table Charts, you may choose multiple columns to set links on.
• As part of the URL, you can use data or system tokens.
• You can set the URL to open on the same page, a new tab, or a new window.

Go to URL in Maps

The Go to URL action functions similarly in Dot Maps and Bubble Maps but behaves differently compared to other chart types. A creator can configure a single Go to URL action to redirect users to a targeted URL when they click on a data point. Alternatively, a multi-level behavior can be defined, where the action constructs a hierarchical navigation through the context menu based on dataset columns.

Multi-Level Behavior

To set up a multi-level behavior, creators must configure the following fields:

• Levels: Specifies the data for each level. Only geolocation columns are allowed. Up to five levels can be defined, with each level requiring a unique column.
• # Records per Level: Determines how many records are displayed per level, based on the sort method.
• Sort Records: Sets the sort order for records at each level, either Ascending (default) or Descending.

Action Execution

• If Go to URL is the only defined action, users are redirected to the target dashboard immediately upon clicking a data point.
• If multiple actions are defined, a context menu appears, displaying labels specified by the creator. Users can then select the desired action.

Multi-Level Navigation

The Go to URL action includes a Multi-Level setting for geographical hierarchies (e.g., State, City, Zip Code). When enabled, users navigate through a multi-level contextual menu. Clicking on each level reveals the next, until the final level is reached, where users are redirected to the specified URL.

This functionality enables intuitive exploration of hierarchical data, enhancing user navigation and dashboard interactivity.

Chart Drill Down

Drills down on a subset of the data in the chart.

• Modes:
  • Off: Disables this action.
  • Default: Drill down on data while the chart remains the same. Select the fields/columns available for users to choose from.
  • Custom: Drill down into data with configurable levels that dynamically update the chart based on where the user clicks.
• Options:
  • Default > Select Columns to Display: Add or remove columns as desired.
  • Custom > Layer(s): Add or remove columns to serve as drill-down layers.

Chart Drilldown in Tables

• Simple Tables: To drill down to the next level, click on a column value.
• Grouped Tables: To drill down to the next level:
  • Click a value in the columns: Uses the values of all groups in the row.
  • Click a Group: Uses the values of the group and its parent groups.

Go To Dashboard

• Select Dashboard: Choose a dashboard from the dropdown.
• Menu Command: Users will see this name in the menu options.
• Apply Filters: Toggle on to configure filters as desired.

See Data

Opens a modal displaying the data behind the chart.

• Menu Command: Users will see this name in the menu options.